Consultation Process
01
Initial Inquiry
Begin your path by filling out a secure web form or contacting our specialists to outline your personal inheritance goals.
02
Free Consultation
Assess your financial landscape with a specialist to determine which specific provincial legal papers are required at no cost.
03
File Preparation
Our staff compiles your data and manages the logistics needed to pair you with a suitable and qualified legal drafting expert.
04
Legal Referral
We connect you to an external lawyer or notary who will draft and execute your specific Wills and Powers of Attorney files.
Frequently Asked Questions
How does the referral process work?
We start with a short intake to assess your goals, followed by a free meeting. After our internal processing, we link you with a partner lawyer or notary in your area who will finalize all of your binding legal estate documentation.
Are the legal professionals independent?
Yes. We bridge the gap to autonomous lawyers (or Quebec notaries) who belong to their provincial bars. Upper Canada Wills is not a law firm and we do not provide legal advice or prepare legal instruments ourselves.
Is the initial consultation really complimentary?
Correct. We offer a free initial session to evaluate your estate needs and demonstrate how our professional network can help you establish a robust and personalized plan that meets every local legal requirement.
Do you serve all Canadian provinces?
Yes, our network spans across all of Canada. For those living in Quebec, we provide referrals specifically to civil law notaries who are experts in local estate planning and mandatory legal formatting.
What documents can be prepared?
Expert network members help with Last Wills, Personal Care Directives, and Financial Mandates, ensuring every document is fully compliant with the unique statutes of your specific home province.